Client Service Specialist

Overview:This role is responsible for delivering exceptional client service and supporting advisorsin providing a high-quality client experience. The position partners closely with financialadvisors and internal teams to ensure accurate, timely, and compliant execution of clientservice activities while building strong client relationships. This role independentlymanages core client service functions and supports more complex operational tasks.Key Responsibilities:Independently manage client inquiries and service requestsProcess account maintenance, including money movements and distributionsPrepare and review new account documentationMaintain compliance logs and required documentationSupport advisors with client deliverables and follow-upsEducation/Experience:Bachelor's degree or equivalent experience preferred2+ years of financial services or client service experienceStrong knowledge of account servicing processesDemonstrated ability to manage multiple prioritiesCore CompetenciesIndependently handles standard client requestsBuilds trust through responsiveness and follow-throughManages full lifecycle of account servicing tasksAnticipates next steps and reduces reworkResolves routine issues independentlyIdentifies root causes and proposes solutionsEffectively balances multiple advisors and client needsDemonstrates strong organizational disciplineUnderstands and adheres to documentation and process requirements